Ameriprise Brokerage 133 Direct is broken

frgreen3's Avatar

frgreen3

14 Nov, 2021 09:52 PM

I can no longer download transactions from my Ameriprise account. It works flawlessly until sometime last week.
The following is the error message that I get:
There was an error communicating with your financial institution. The details of this error are below.

Bank Name: Ameriprise Brokerage 133 Direct
Account: AMERIPRISE (RRRRRRR)
Account Number: xxxxxxxxxxxx

A communication or parsing error occurred. This could be the result of a network problem, a proxy error, or misconfigured server.
Error Description: java.io.IOException: HTTP Error:403 Forbidden

I have tried to disable and reconnect the account. I have tried to connect a newly created account. Nothing appears to work.

Showing page 2 out of 3. View the first page

  1. 31 Posted by frgreen3 on 13 Jan, 2022 02:23 AM

    frgreen3's Avatar

    Maddy,
    Please send the information received from my Ameriprise to the support team to contact Ameriprise with the information needed to get re-approved. Thanks.

  2. Support Staff 32 Posted by Maddy on 13 Jan, 2022 08:40 AM

    Maddy's Avatar

    @frgreen

    This is to confirm that I have referred your query to the connection specialist, who will be able to answer your query in greater detail and provide further insight.

    Thank you for your patience while we are looking into this.

    --
    Maddy, Infinite Kind Support

  3. 33 Posted by frgreen3 on 21 Jan, 2022 01:58 AM

    frgreen3's Avatar

    Any updates from the connection specialist?

  4. Support Staff 34 Posted by Maddy on 21 Jan, 2022 11:00 AM

    Maddy's Avatar

    Hi,
    We have tried contacting Ameriprise customer support last week and we are still awaiting their response.

    For the time being, you can update your accounts by downloading a file from your banks website. We'd recommend you download using the OFX, QFX, or QIF file format. CSV files can also be imported - the steps are outlined in this article from the knowledge base.

    Thank you for your patience while we are working on a permanent solution.

    --
    Maddy, Infinite Kind Support

  5. 35 Posted by ds1492 on 21 Jan, 2022 10:15 PM

    ds1492's Avatar

    Unfortunately Ameriprise doesn't give the option to download anything other than CSV files, so no OFX. I found a post from Henry with Infinite Kind (Aug 18, 2017 Importing Monthly Investment Transactions in CVS Files) saying "...Moneydance doesn't support importing CSV files into investment accounts...because of the complexity and the variety of investment transactions." I've used CSV import in the past and had to do so much manual correction that it was almost faster just to manually enter, so I was very happy until early Nov. that the online download worked.
    Understandably Ameriprise needed to secure the interface once it was hacked. I also understand the focus is now on Plus at IK, but with my modest needs I can't justify an ongoing expense.
    There are available tools to convert text files like CSV to OFX. Do you have a documented standard for the structure of an OFX file that would successfully import into an investment account?

  6. 36 Posted by frgreen3 on 06 Feb, 2022 03:31 AM

    frgreen3's Avatar

    Any progress on fixing this issue. Have you tried to contact Ameriprise again to get MD authorized to connect with their data?

    An occasional update would be nice.

    If you are not going to fix the problem, say so.

  7. 37 Posted by ds1492 on 06 Feb, 2022 03:32 AM

    ds1492's Avatar

    ignore

  8. 38 Posted by Mark J on 11 Feb, 2022 12:24 PM

    Mark J's Avatar

    @Maddy, it's been several weeks, any update? Thank you.

  9. 39 Posted by Kostadin on 13 Feb, 2022 10:07 PM

    Kostadin's Avatar

    @ Maddy
    Any progress on this?

  10. 40 Posted by Kostadin Djordj... on 13 Mar, 2022 04:12 AM

    Kostadin Djordjev's Avatar

    Any progress on this?

  11. Support Staff 41 Posted by Maddy on 14 Mar, 2022 11:23 AM

    Maddy's Avatar

    @All

    I've referred your query to the development team and we will post an update on this thread as soon as we hear back from Ameriprise in regards to the OFX service and also when investments account are fully supported via Moneydance +.

    Thank you for your patience while the development team are working on a permanent solution.

    --
    Maddy, Infinite Kind Support

  12. Support Staff 42 Posted by Maddy on 17 Mar, 2022 11:02 AM

    Maddy's Avatar

    For those of you who might be interested in using Moneydance + (as a connection method):

    We've recently released Moneydance 2022.3 (4068) including a feature that will allow you to connect to investment accounts using Moneydance + now.
    This version is now available to download from this page.

    Please note Moneydance + is a premium service that requires:

    1) You own a license of Moneydance 2022

    2) a subscription ($2 monthly) - for further information please refer to this section of the Knowledge base.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  13. 43 Posted by Cameron McLeod on 17 Mar, 2022 03:06 PM

    Cameron McLeod's Avatar
    Unfortunately, I am not able to find any information that confirms Ameriprise supports Plaid so Moneydance+ does not seem to be a solution to this issue.


    // Please reply above this line 
    ================================================== 

    From: Maddy (Support staff)

    For those of you who might be interested in using Moneydance + (as a connection method):

    We've recently released Moneydance 2022.3 (4068) including a feature that will allow you to connect to investment accounts using Moneydance + now.
    This version is now available to download from this page.

    Please note Moneydance + is a premium service that requires:

    1) You own a license of Moneydance 2022

    2) a subscription ($2 monthly) - for further information please refer to this section of the Knowledge base.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

    On Mon, Mar 14 at 04:23 AM PDT, Maddy wrote:

    @All

    I've referred your query to the development team and we will post an update on this thread as soon as we hear back from Ameriprise in regards to the OFX service and also when investments account are fully supported via Moneydance +.

    Thank you for your patience while the development team are working on a permanent solution.

    --
    Maddy, Infinite Kind Support

    Having trouble reading this? View this discussion online: Ameriprise Brokerage 133 Direct is broken.

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  14. Support Staff 44 Posted by Maddy on 17 Mar, 2022 03:28 PM

    Maddy's Avatar

    @Cameron

    You can verify the connection status on the Plaid website: https://plaid.com

    --
    Maddy, Infinite Kind Support

  15. 45 Posted by Cameron McLeod on 17 Mar, 2022 03:35 PM

    Cameron McLeod's Avatar

    Yes, I checked here: https://plaid.com/institutions/ <https://plaid.com/institutions/>

    Ameriprise is not on the list. Do you have other information that indicates Plaid does support Ameriprise investment accounts?

  16. 46 Posted by KD on 17 Mar, 2022 03:51 PM

    KD's Avatar

    It is disappointing the progress is sooooo slow - It has been almost half a year after the problem occurred washout a resolution on the horoison
    Changing to plaid (or paid service ) is not a solution.
    Please focus on resolving the OFX problem

  17. 47 Posted by frgreen3 on 17 Mar, 2022 03:54 PM

    frgreen3's Avatar

    I was able to connect to my Ameriprise account via Plaid. It properly listed my two sub-accounts. I received error messages when I attempted to download to those accounts. I was able to successfully download from Employees Fiduciary and TD Ameritrade
    There was an error communicating with your financial institution. The details of this error are below.

    Bank Name: Moneydance+
    Account: AMERIPRISE (Susie IRA)
    Account Number: xxxxxxxxx (removed actual number, number appears to contain part of the full account number)

    The error code reported by the server was: 0

    Error type: ITEM_ERROR
    Error code: NO_INVESTMENT_ACCOUNTS
    Request ID: uwi1Ch5MIpKyV2r
    Message: There are no valid investment account(s) associated with this Item. See https://plaid.com/docs/api/#item-errors for more information.

  18. Support Staff 48 Posted by Maddy on 17 Mar, 2022 04:10 PM

    Maddy's Avatar

    You might need to disable your current connection on the Online Banking Setup screen first, in order to stop the OFX method to take over Moneydance + and allow your transactions to download as expected . To remove the connection, open Moneydance, select your account, then choose Online > Set Up Online Banking and select the "Disable" button to remove the connection.

    Then, in the Set Up Moneydance+ window, you'll need to click on the "None" label in order to select which account in Moneydance corresponds to the account names and numbers on the left side of the window. After doing that and selecting the Moneydance account from the menu, using the ⌘D keyboard shortcut or clicking the Download button when the account is selected will cause Moneydance to download the transactions for that account.

    --
    Maddy, Infinite Kind Support

  19. 49 Posted by Richard Green on 17 Mar, 2022 04:44 PM

    Richard Green's Avatar

    Maddy,

    There seems to be no OFX connection to disable. Setup Banking goes to the Moneydance+ screen. Vanguard, TD Ameritrade, and Employee Fiduciary accounts all seem to work fine.

    I still receive the following error message for both of my Ameriprise accounts (comments in parenthesis are not part of the error message) :

    There was an error communicating with your financial institution. The details of this error are below.
    Bank Name: Moneydance+
    Account: Ameriprise (Joint) (Moneydance account name)
    Account Number: nnnnnnnn (actual number removed for this email.)
    The error code reported by the server was: 0
    Error type: ITEM_ERROR
    Error code: NO_INVESTMENT_ACCOUNTS
    Request ID: xjeUqbMtvhVa4rN
    Message: There are no valid investment account(s) associated with this Item. See https://plaid.com/docs/api/#item-errors for more information.

    Kia Ora and Blue Skies,
    Rich

    F. Richard Green III
    [email blocked]
    (317) 979-7235 (Cellular Telephone)

  20. Support Staff 50 Posted by Maddy on 18 Mar, 2022 09:43 AM

    Maddy's Avatar

    I'm really sorry to hear about the problems you have encountered.

    I've reported this to the development team who will be able to answer your query in greater detail and provide further insight.

    --
    Maddy, Infinite Kind Support

  21. Support Staff 51 Posted by Maddy on 18 Mar, 2022 10:53 AM

    Maddy's Avatar

    In the meantime, although you might have done this already, you should try removing and recreating the connection, one more time.
    In order to achieve this navigate to Online menu->Moneydance+ Set up and where it reads "Connected" on the right, click and select disconnect in the popup. Restart Moneydance, then try to recreate the connection as outlined here.

    Please keep us posted on your progress, Thank you!

    --
    Maddy, Infinite Kind Support

  22. 52 Posted by Richard Green on 18 Mar, 2022 04:57 PM

    Richard Green's Avatar

    Maddy,

    I have attempted to disconnect and reconnect to Ameriprise several times. No joy. Moneydance+ says that it has successfully connected. In the online setup window it shows the Ameriprise connection and displays two sub-accounts that I then attach to the appropriate Moneydance accounts. When I attempt to download transactions I receive the same error message that I have previously sent you.

    After the latest attempt, I used the Moneydance+ setup window to disconnect from Ameriprise. After refreshing, Ameriprise no longer appears in the setup window. However, the next time I started up Moneydance, it asked what time frame it should download transactions for each of the two Ameriprise sub-accounts in Moneydance. I chose all available and nothing appeared to happen, i.e. no error message, no transactions download. I believe the connection was terminated when I disconnected the Ameriprise account, but some remnant remained in Moneydance.

    As I have indicated previously, this problem seems to be Ameriprise specific, I have successfully connected four other brokerage accounts with Moneydance+ and have no trouble downloading transactions from those accounts.

    Kia Ora and Blue Skies,
    Rich

    F. Richard Green III
    [email blocked]
    (317) 979-7235 (Cellular Telephone)

  23. 53 Posted by peterk on 20 Mar, 2022 06:29 PM

    peterk's Avatar

    With 2022.2, Moneydance+ was able to download non-investment transactions via Plaid. After updating to 2022.3(4068), I'm getting the same error as others:

    The error code reported by the server was: 0

    Error type: ITEM_ERROR
    Error code: NO_INVESTMENT_ACCOUNTS
    Request ID: wgH8ByoSux7a2nB
    Message: There are no valid investment account(s) associated with this Item. See https://plaid.com/docs/api/#item-errors for more information.

    I have unlinked and re-connected the Ameriprise account in Plaid and received the same error

  24. 54 Posted by KD on 09 Apr, 2022 05:23 PM

    KD's Avatar

    Any progress on fixing the OFX link?

  25. 55 Posted by Mark J on 19 Apr, 2022 01:45 AM

    Mark J's Avatar

    Same as others in this thread have said: other investment institutions work fine (Schwab, for instance), but Ameriprise throws a "NO_INVESTMENT_ACCOUNTS" error. Tried several different accounts. Completely disconnected and reconnected. 2022.3 (4072).
    Mark

  26. 56 Posted by Mark J on 29 Apr, 2022 01:36 AM

    Mark J's Avatar

    Updated to latest version and still same problem with Ameriprise.
    Mark

  27. 57 Posted by frgreen3 on 08 May, 2022 09:30 PM

    frgreen3's Avatar

    Still getting errors from Ameriprise after Plaid says it is connected. Is anyone actually doing anything about this? If not say so and I will quit trying.

    Your investment handling has always been sub-par, nowhere near enough transaction types for a real investment account. I will be looking for alternatives in the future,

    Bank Name: Moneydance+
    Account: Ameriprise (Joint)
    Account Number: nnnnnnnnn (actual number removed for this inquiry)
    The error code reported by the server was: 0

    Error type: ITEM_ERROR
    Error code: NO_INVESTMENT_ACCOUNTS
    Request ID: 47PKw68AiAcxnVK
    Message: There are no valid investment account(s) associated with this Item. See https://plaid.com/docs/api/#item-errors for more information.

  28. Support Staff 58 Posted by Maddy on 09 May, 2022 10:48 AM

    Maddy's Avatar

    We are really sorry to hear that the problem persists.
    According to Plaid the latest successful connection with Ameriprise Financial was 13 hours ago.

    Could you send us the contents of your console log, from when you're trying to connect to Ameriprise Financial via Moneydance+?

    Here's how to get the logs:

    1) In Moneydance, select Help > Console Window. This will open the console messages window.
    2) While the Console Window is open, attempt to connect to your bank using Moneydance+. Any error messages should be recorded to the Console.
    3) Select all of the text in the Console and use the "Copy to Clipboard" button at the bottom to copy the text.
    4) Paste the text from the message window into a text file (preferably saved with a .txt extension) and attach that file to your response here.

    The debugging logs that this produces may contain your account information. So just to be safe you can redact any account info in the debug logs. Just replace it with something like "ACCOUNT NUMBER HERE" and it will be fine.

    To add an attachment to this thread, you should click on "Browse".

    Thank you

    --
    Maddy, Infinite Kind Support

  29. 59 Posted by Cameron McLeod on 09 May, 2022 11:48 AM

    Cameron McLeod's Avatar

    Can you point me to somewhere it is documented that Ameriprise investment accounts are supported by Plaid? I do not see Plaid mentioned anywhere on Ameriprise’s site, nor do I see Ameriprise on the Plaid site.

    -Cameron

    ***************************
    Cameron McLeod
    [email blocked]
    http://www.linkedin.com/in/cameronsmcleod

  30. Support Staff 60 Posted by Maddy on 09 May, 2022 11:55 AM

    Maddy's Avatar

    Hi Cameron,

    Although the development team is considering implementing a way of seeing all the banks supported by Moneydance+ via Plaid without signing up to the free 14-day trial, for the time being this is the only option.
    Using the 14-day trial you can create a free account at: https://my.plaid.com by clicking GET STARTED at that link. This Plaid account has nothing to do with Moneydance, but it enables you to see the banks supported by Plaid. As part of creating a Plaid account you provide a phone number so that when you sign into Plaid it can use two step verification.
    Once signed into your Plaid account you can then click the link to Add an Account.
    You get the same screen as if you were in Moneydance+ and you can check the list to see if your Banks are supported.

    --
    Maddy, Infinite Kind Support

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